Jason Kolman and Jessica Marlin Discuss Rated-Note Feeder Funds

In The News
April 18, 2023

Rated-note feeders have become a popular option for insurance company investors looking to access credit products to help them meet their regulatory capital requirements.  

Asset management partners Jason Kolman and Jessica Marlin shared insight into these products with Creditflux. “The insurance world is excited about accessing private credit funds. For insurers looking to achieve more favorable regulatory capital treatment, it is relatively easier to do so via a feeder fund compared to a CFO, which can take longer to put together,” Jason said.

“There has been a big uptick in demand over the past couple of years,” Jessica said. “Sponsors and investors have come up with ways to make the process and documentation more streamlined over time.”